First Personal Financial Services quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-06-30 to 2024-09-30, First Personal Financial Services opened 3 positions, added to 2, reduced 8, sold out of 0 and left 3 unchanged. The largest increase in value was INFY (+$863,803); the largest decrease was ULXXXX (-$428,125).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2024-06-30 3,720; Shares 2024-09-30 3,720.
- SNY: Country of operation —; Class SPONSORED ADR; Shares 2024-06-30 1,577; Shares 2024-09-30 1,577.
- GSK: Country of operation —; Class SPONSORED ADR; Shares 2024-06-30 313; Shares 2024-09-30 313.
Two Form 13F-HR filings compared (SEC CIK 1633869): 2024-06-30 (filed 2024-07-30) and 2024-09-30 (filed 2024-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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